Investing

Brokerage Accounts: What You Need to Know to Get Started

Have you paid off your debts and are looking to grow your money beyond savings? Learn how to create a strategy and plan so you can open and invest in your brokerage account! Ready to Open and Invest in a Brokerage Account? If you would’ve met us when we were first married and told me […]

How to Maximize Your Retirement with Your 401(k)s

Want to get the most of your 401(k)? Get tips, tactics, and more on how you can keep your investments simple, low maintenance, and effective!  Reviewing Your 401(k)s During this break with the podcast, I was catching up on a few things, one of which was open enrollment. Every year my husband gets a huge packet […]

How to Start Investing: A Simple Guide for Busy Couples

Want to easily set-up your retirement accounts without having to stress over it? Certified Public Accountant and author Mike Piper shares how index investing can help you achieve your investing goals! Effective and Low Maintenance Investing With retirement seeming so far in the distance and budgets being squeezed. Some couples have postponed or taken a break from investing Investing can […]

Mid-Year Reviews: How to Keep tabs on your Investments and More

It’s June. The year is halfway over. Now is the perfect time to hit pause and do a midyear review to see how you’re progressing with your goals and make sure that your accounts are moving in the right direction! Why Financial Reviews Matter While we automate much of our finances, especially the tedious parts. […]

Better Investing: Top 6 Mistakes for Couples to Avoid

‘All Investment Mistakes Are Investor Mistakes’ Is that really true? Today we’ll dig in and see how to avoid making the most common mistakes with your investments!  Avoiding Big Mistakes with Investments ‘All Investment Mistakes Are Investor Mistakes’ I saw that headline in an older article in The NY Times. Based on personal experience when […]

Open Enrollment: How Much Should We Contribute to Our 401(k)?

Want to maximize your 401(k) this year? The first step is figuring out how much to contribute. Today we discuss how much you need to put in to retire! How Much Should We Put Into Our 401(k)? We’re wrapping our open enrollment series! In the past couple of episodes we’ve discussed what you need to […]

Not Panicking When the Stock Market Falls

Want an easy way to reduce your stress levels without having to lift a finger? Avoid checking your 401(k) balance right now. Seriously, have you looked at it? If so, then your stomach may be following the roller-coaster pattern on the graph below. Stressing Out and Panicking Over Your Investments You or your spouse may […]